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Paul William Botte

Petix & Botte Financial

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About Paul William Botte

Paul William Botte is a financial advisor with over 39 years of experience in the industry. Paul William Botte is registered with Petix & Botte Financial in La Mesa, CA. Paul William Botte is also registered with the state of California as an Investment Advisor Representative (IAR). Paul William Botte's expertise includes financial planning, pension consulting, and selection of other advisors. Paul William Botte also provides portfolio management for businesses and individuals.

Firm Information

Paul Botte is currently registered with Petix & Botte Financial. Petix & Botte Financial is a registered investment advisor located in LA MESA, CA. The firm manages approximately $330 million in assets for 731 clients. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm serves high net worth individuals, corporations or other businesses, individuals other than high net worth, and pension and profit sharing plans.
Petix & Botte Financial

7777 ALVARADO ROAD

LA MESA, CA 91942

$330.00M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Botte’s Registration & Firm History

CA

01/23/2024 - Present

Petix & Botte Financial (LA MESA CA)

AZ

11/19/1989 - 11/17/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

11/03/1988 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

10/21/1985 - 11/03/1988

CHRISTOPHER WEIL & COMPANY, INC

NA

10/26/1984 - 12/24/1985

INVESTMENT MARKETING, INC.

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Licenses & Designations

BC

Issued 01/14/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul William Botte.
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